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Summary: The latter half of Q2 2026 brings a violent collision between software ambition and physical reality. We perform a forensic analysis of Amazon CEO Andy Jassy's shareholder letter, defending a $200 billion capex spend while revealing AWS AI revenue has hit a $15 billion run rate. We contrast this with OpenAI pausing its Stargate UK data center due to prohibitive energy costs and regulatory friction. We also deconstruct Meta's strategic pivot away from open-source with the launch of "Muse Spark," their new proprietary model from Superintelligence Labs. Finally, we look at Anthropic simplifying the B2B backend with "Managed Agents," SiFive’s $400M rais ...